See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,157 | $115,770+24.5% | $101,248+42.4% | $158,922-9.3% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 9.97% | 56.14%-46.2pp | 46.47%-36.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $4,588 | $4,175+9.9% | $3,660+25.4% | $4,761-3.6% |
| Participant deferral / active EE | $5,989 | $4,957+20.8% | $4,370+37.0% | $5,982+0.1% |
| Admin fee / account holder | $104 | $7,245-98.6% | $5,945-98.2% | $11,246-99.1% |